Some stuff I am reading today morning:
Let the wild rumpus begin (GMO)
Reliance Industries’ profits soars (Fortune)
Bumper profits at ICICI Bank (BS)
Scary side of ‘Super Quality Stocks’ (Monarch)
Stock Talk: Kolte Patil Developers (Phoenix Capital)
Horrific week for Crypto (Decrypt)
An y(ear) of wisdom (Safir Anand)
So goes January, so goes the year (DR)
On the concept of intrinsic value (LT3000)
What’s your status narrative? (Seth Godin)
Some off beat reads for the weekend:
How Dolo 650 became India’s favorite snack in Covid (Print)
India’s tech sector has a caste problem (ROW)
#Hate (Rahul Pandita)
Millions could die in famine in Afghanistan (RT)
The defiance of Afghan women (Syed Irfan Ashraf)
Boris Johnson: The Party is over (Lance Price)
How to kill a God – the myth of Captain Cook (Guardian)
A Russian Victory in Kazakhstan (Al Jazeera)
Biden’s failing report card (Daily Mail)
Martin Luther King Jr’s visit to a Kerala school (BI)
Poona: Where badminton was invented (LHI)
On Sesa Naga (Hindu Aesthetic)
Khansama (Sadaf Hussain)
Thread: When was Pongal/Makar Sankranti? (Krish Ashok)
Thread: What is random great advice? (Trung Phan)
Some stuff I am reading today morning:
Adani Wilmar IPO to open on Jan 27 ( BT )
Uday Kotak’s warning to startups (BQ)
HUL Chief warns rural India is in slowdown mode (MC)
Thread: Hero’s investment in Gogoro ( Ganesh Nagarsekar)
Stock Talk: PSP Projects (Phoenix Capital)
Luck Vs Skill (2Point2Capital)
In an inflationary environment, Value stocks offer refuge (II)
Why increasing bet size is an investing superpower ( Jay Vasantharajah)
Fake it till you make it (Barry Ritholtz)
The Jeff Bezos hockey stick rule (Michael Simmons)
Some stuff I am reading today morning:
Shocking Resignations of Independent Directors from PFS (BSE)
Ashneer Grover takes leave from Bharat Pe (MC)
RBL Bank to seek PE funding (BS)
On BPCL privatisation (Rediff)
Marico: On a slippery slope (Ventura)
Coastal Corporation: Fishing for a multibagger (Phoenix Capital)
The market is tightening (Michael Batnick)
Why do investors keep buying the most expensive assets? ( BI )
Robots are now cheaper than humans (Warehouse Automation)
Debunking the Chine VIE risk (Value Punks)
Some stuff I am reading today morning:
FM Sitharaman on the Devas-Antrix deal (BT)
Delhivery get SEBI’s nod for IPO (FE)
Is all well with Paytm? (BS)
Jitters over Tech Mahindra’s acquisition spree (MC)
Family Offices eye startups (Fortune)
Deep Dive: Grab (Pratyush Rastogi)
Death File: What, How, Why (Subramoney)
Arbitrage Vs Liquid Funds (Dev Ashish)
Let the market come to you (TRB)
Why active managers struggled again in 2021 (Anu Ganti)